CLEARBRIDGE MLP AND MIDSTRM (CEM)
Institutional ownership reported to the SEC as of Q3 2024, across 19 quarters.
2
Reporting holders
$2.5M
Reported value
0.0%
Held as options
-42
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $2.5M | 54,886 | 0.09% | 11q | +73.8%+$1.0M |
| Gilliland Jeter Wealth Management LLC | $29.3K | 641 | 0.00% | 3q | -1.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 2 | $2.5M | 55,527 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 44 | $89.8M | 1,895,036 | 6 | 13 | 16 | 0.0% |
| Q1 2024 | 68 | $285.7M | 6,240,851 | 10 | 19 | 18 | 0.0% |
| Q4 2023 | 72 | $232.5M | 5,800,009 | 11 | 20 | 21 | 0.0% |
| Q3 2023 | 65 | $169.7M | 4,818,231 | 9 | 17 | 16 | 0.0% |
| Q2 2023 | 62 | $155.4M | 4,490,067 | 2 | 19 | 18 | 0.0% |
| Q1 2023 | 62 | $136.7M | 4,229,997 | 9 | 12 | 22 | 0.0% |
| Q4 2022 | 62 | $144.7M | 4,477,989 | 13 | 18 | 15 | 0.0% |
| Q3 2022 | 70 | $132.3M | 4,449,783 | 2 | 23 | 22 | 0.0% |
| Q2 2022 | 72 | $124.5M | 4,329,819 | 7 | 14 | 23 | 0.0% |
| Q1 2022 | 73 | $148.8M | 4,410,356 | 13 | 19 | 22 | 0.0% |
| Q4 2021 | 70 | $113.2M | 4,203,927 | 10 | 24 | 22 | 0.0% |
| Q3 2021 | 70 | $103.4M | 3,805,349 | 3 | 26 | 17 | 0.0% |
| Q2 2021 | 71 | $105.5M | 3,607,150 | 9 | 17 | 26 | 0.0% |
| Q1 2021 | 65 | $84.0M | 3,597,122 | 14 | 17 | 19 | 0.0% |
| Q4 2020 | 56 | $61.9M | 3,689,420 | 11 | 13 | 18 | 0.0% |
| Q3 2020 | 49 | $37.3M | 3,377,704 | 49 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $48.0K | 15,000 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $14.8M | 1,236 | 1 | 0 | 0 | 0.0% |